Asset-Map

Import client data and financials from Black Diamond

Black Diamond Integration

Import client data from MoneyGuide to Asset-Map

MoneyGuide Integration

Asset-Map and Orion integration overview.

Orion Integration

A bi-directional integration with PreciseFP

PreciseFP/Asset-Map Overview

Redtail Integration

Show Nitrogen Wealth risk scores on an Asset-Map Report

Nitrogen Wealth (formerly Riskalyze) Integration

Help for common questions regarding Nitrogen/Riskalyze

Nitrogen Wealth (formerly Riskalyze) Troubleshooting

Import Member Data from Wealthbox into Asset-Map Platform

Wealthbox Integration

Schwab Integration

Inbound Integrations

Addepar Integration

Plannr Integration

Holistiplan Integration

fpPathfinder + Asset-Map

How can I sync households in Asset-Map to bring in updated values from an Integration?

Import two clients from integrations and combine them to form one household

How to Combine Two Imported Households

Michael Schwabe

Do more with Asset-Map by connecting with partners like Riskalyze, Redtail, and more.

Integrations

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

Submit a Support Question

Find answers and get help from Intercom Support and Community Experts

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